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iShares 1-3 Year Treasury Bond ETF

764 hedge funds and large institutions have $10.7B invested in iShares 1-3 Year Treasury Bond ETF in 2019 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 246 increasing their positions, 275 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 53

13% more funds holding in top 10

Funds holding in top 10: 7079 (+9)

11% more funds holding

Funds holding: 686764 (+78)

0.06% less ownership

Funds ownership: 60.65%60.6% (-0.06%)

0% less capital invested

Capital invested by funds: $10.8B → $10.7B (-$49.1M)

11% less repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 275

93% less call options, than puts

Call options by funds: $36.6M | Put options by funds: $547M

Holders
764
Holders Change
+78
Holders Change %
+11.37%
% of All Funds
15.05%
Holding in Top 10
79
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+12.86%
% of All Funds
1.56%
New
140
Increased
246
Reduced
275
Closed
53
Calls
$36.6M
Puts
$547M
Net Calls
-$511M
Net Calls Change
-$66.8M
Name Holding Trade Value Shares
Change
Change in
Stake
WQ
751
Wealth Quarterback
New Jersey
$5.16K +$5.17K +61 New
BFEC
752
Benjamin F. Edwards & Company
Missouri
$5K -$20K -236 -81%
RFM
753
Royal Fund Management
Florida
$5K +$2.37K +28 +88%
DY
754
Dowling & Yahnke
California
$5K +$5.08K +60 New
FCT
755
Family Capital Trust
Massachusetts
$4K
GI
756
Gradient Investments
Minnesota
$4K
NSB
757
Norway Savings Bank
Maine
$4K
AP
758
Americana Partners
Texas
$4K +$4.58K +54 New
ED
759
Exane Derivatives
France
$3.98K
CFN
760
Cordasco Financial Network
Florida
$3K
CWA
761
Carolina Wealth Advisors
South Carolina
$3K +$2.8K +33 New
AIC
762
Archer Investment Corporation
Indiana
$2K
LPWM
763
Lake Point Wealth Management
Texas
$2K +$1.52K +18 New
WPA
764
West Paces Advisors
Georgia
$1.78K
MCM
765
McMillion Capital Management
North Carolina
$1K -$508 -6 -29%
LFG
766
Larson Financial Group
Missouri
$1K
SI
767
Sprott Inc
Ontario, Canada
$796 +$29.1K +343 +4%
SHWM
768
Silicon Hills Wealth Management
Texas
$25 +$85 +1 New
GM
769
GeoWealth Management
Illinois
-$8.39M -98,881 Closed
DAS
770
Dynamic Advisor Solutions
Arizona
-$6.22M -73,314 Closed
DF
771
Donoghue Forlines
Massachusetts
-$6.17M -72,750 Closed
EC
772
Estate Counselors
Wisconsin
-$5.91M -69,690 Closed
BAM
773
Berkshire Asset Management
Pennsylvania
-$5M -58,985 Closed
QCMNJ
774
Quantum Capital Management (New Jersey)
New Jersey
-$4.24M -50,025 Closed
M&T Bank
775
M&T Bank
New York
-$3.01M -35,444 Closed

SHY Hedge Fund Activity: Q4 2019 in Review

764 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares 1-3 Year Treasury Bond ETF (SHY) for Q4 2019, worth a combined $10.7B — down 0.45% from $10.8B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new SHY positions and 53 closed out — a net gain of 87 holders — while 246 added to existing stakes and 275 trimmed.

The largest buyer was Matson Money Inc, opening a new position worth an estimated $108M. The largest seller was BlackRock, cutting an estimated $82.6M.

  • 764 institutional investors held iShares 1-3 Year Treasury Bond ETF (SHY) as of Q4 2019, up from 686 in Q3 2019.
  • Funds reported $10.7B of iShares 1-3 Year Treasury Bond ETF stock for Q4 2019, down 0.45% quarter-over-quarter.
  • 140 funds opened new iShares 1-3 Year Treasury Bond ETF positions in Q4 2019 and 53 closed out, a net change of +87 holders.
  • The largest iShares 1-3 Year Treasury Bond ETF buyer in Q4 2019 was Matson Money Inc, an estimated $108M added.
  • The largest iShares 1-3 Year Treasury Bond ETF seller in Q4 2019 was BlackRock, an estimated $82.6M sold.

Based on aggregated 13F filings for Q4 2019.